Institutional Ownership Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
3,431,315
shares
|
$34.8 Million
1.25% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
2,840,659
shares
|
$28.8 Million
1.64% of portfolio
|
Q4 2024
Added 76.17%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,286,766
shares
|
$23.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
1,381,874
shares
|
$14 Million
5.81% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,112,444
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
730,429
shares
|
$7.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
729,804
shares
|
$7.39 Million
0.06% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
552,807
shares
|
$5.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
511,076
shares
|
$5.18 Million
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
450,590
shares
|
$4.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
440,042
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
406,392
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Mackay Shields LLC
|
Feb 03, 2025 Q4 2024 |
371,828
shares
|
$3.77 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
370,360
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
361,472
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Added 143.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
329,178
shares
|
$3.33 Million
0.0% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
300,727
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
268,241
shares
|
$2.72 Million
1.23% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
258,453
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
221,650
shares
|
$2.25 Million
0.2% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
214,500
shares
|
$2.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
208,943
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
175,690
shares
|
$1.78 Million
0.62% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
174,333
shares
|
$1.77 Million
0.91% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
172,941
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 3.39%
|